RWM

RKL Wealth Management Portfolio holdings

AUM $1.22B
1-Year Est. Return 16.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.14B
AUM Growth
+$76.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$4.11M
3
+$3.8M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.83M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$2.68M

Top Sells

1
+$5.22M
2
+$3.33M
3
+$3.06M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$2.67M
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$2.58M

Sector Composition

1 Technology 8.43%
2 Financials 3.58%
3 Consumer Staples 2.69%
4 Consumer Discretionary 2.57%
5 Industrials 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$512K 0.05%
3,761
-22
127
$505K 0.04%
3,733
+9
128
$500K 0.04%
707
-9
129
$494K 0.04%
15,138
-166
130
$472K 0.04%
6,804
+27
131
$469K 0.04%
1,717
+1
132
$466K 0.04%
5,345
+15
133
$462K 0.04%
1,786
134
$456K 0.04%
14,427
+15
135
$433K 0.04%
10,098
136
$411K 0.04%
3,487
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137
$399K 0.04%
5,466
138
$395K 0.03%
2,704
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139
$394K 0.03%
12,392
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140
$391K 0.03%
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141
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142
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35,081
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13,193
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145
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2,263
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146
$330K 0.03%
1,488
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147
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6,971
-218
148
$328K 0.03%
9,112
149
$318K 0.03%
9,195
+15
150
$317K 0.03%
2,456
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4 5
6
7 8